Applies to:
Foxtrot RPA, Foxtrot Classic — all versions

Summary:
In order for Foxtrot to interact with Excel, a connection must be established. If the name of the Excel file is consistent, then a connection may be created once, and that connection is saved within your Foxtrot project. There are some instances where this method may not be ideal:

  • When a file name changes (but is guessable, usually contains a date structure)
  • When the connection needs to be established midway through a script
  • When the user wants to use the same actions for multiple workbooks

In the case in which a file name may be guessable however, setting a dynamic connection is essential for handling these types of examples.

Step 1 — Opening the Workbook
Begin by opening the workbook you wish to interact with, targeting the workbook and hover over Targets then select Excel:

 

The options below should be available:

Notice that there is an action called Set Connection. This action requires you to know the workbook name, as opposed to a file name. To set the connection to a workbook whose name may change, we would recommend using the Open Workbook Action. This action gives the user the opportunity to select a file name, and a connection letter; both of which can be configured with the use of Tokens

Step 2 — Define the file name
From here, the file directory would more than likely stay the same, but the file name may change. A good example is a file name that uses a date. If the file is always in the folder C:\FOXTROT\, but simply named “AcctiveAccountList” todaysDate, Date & Time Tokens may be used. The user can structure the Workbook file name like so:

By consistently using the Connection Letter A, and changing only the file name, Foxtrot will continue to interact with each workbook. For advanced users, it may be necessary to connect to a collection of workbooks, in which you may utilize a Files & Folders List, instructing Foxtrot to connect to the current item in the list.

Last Modified 04/27/2017